Customer Story
Customer Onboarding & Account Funding
THE CHALLENGE
In an industry laden with obtuse and confusing jargon, new customer education must be engaging and highly relevant in order to resonate.
THE OUTCOME
E*TRADE partners with SundaySky to deliver personalized video onboarding experiences to convey transparency and educate customers on why and how to fund their account, use digital tools to self-serve, the tax implications of vesting, and the considerations on what to do with the proceeds. Video videos had a significantly higher funding rate and initial funding amount, lift in net new assets, and a lift in average annualized revenue.
Related Customer Stories
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T. Rowe PriceScaling the use of personalized video across multiple touchpoints in the investor journey to increase salary deferrals and realize contribution potential.
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Bank Of AmericaConveying transparency of rewards to deepen customer relationships.
PERSONALIZED VIDEOS. BUSINESS-SIZED IMPACT.
The SundaySky Video Platform has proven to engage customers. Engaged customers buy more, cost less to service, stay longer and tell their friends. Schedule a demo to see how video engagement can transform your customer experience and your bottom line.
